TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.44B
1-Year Est. Return 13.64%
This Quarter Est. Return
1 Year Est. Return
+13.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.77B
AUM Growth
+$456M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,254
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$90.7M
3
+$80M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$42.5M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$39M

Top Sells

1
+$122M
2
+$30.6M
3
+$15.8M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$12.8M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$8.12M

Sector Composition

1 Technology 8.31%
2 Financials 5.16%
3 Healthcare 4.85%
4 Industrials 3.8%
5 Consumer Discretionary 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$1.07K ﹤0.01%
37
1177
$1.06K ﹤0.01%
86
1178
$1.03K ﹤0.01%
55
1179
$1.02K ﹤0.01%
49
1180
$1K ﹤0.01%
+120
1181
$982 ﹤0.01%
193
1182
$959 ﹤0.01%
37
1183
$944 ﹤0.01%
20
1184
$865 ﹤0.01%
7
+5
1185
$819 ﹤0.01%
15
-525
1186
$810 ﹤0.01%
32
-31
1187
$809 ﹤0.01%
17
1188
$799 ﹤0.01%
193
1189
$784 ﹤0.01%
21
-2,265
1190
$761 ﹤0.01%
2
1191
$696 ﹤0.01%
22
-216
1192
$600 ﹤0.01%
133
1193
$599 ﹤0.01%
20
1194
$542 ﹤0.01%
40
1195
$532 ﹤0.01%
9
1196
$522 ﹤0.01%
60
1197
$492 ﹤0.01%
4
1198
$486 ﹤0.01%
+12
1199
$438 ﹤0.01%
2
-124
1200
$433 ﹤0.01%
9
46 47
48
49 50